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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,630 | $124,330-94.7% | $109,173-93.9% | $167,536-96.0% |
| Participation rate | 95.7% | 79.5%+16.2pp | 75.9%+19.8pp | 82.1%+13.5pp |
| Annual return | -33.58% | 26.04%-59.6pp | 25.75%-59.3pp | 478.82%-512.4pp |
| Employer contribution / active EE | $2,276 | $4,209-45.9% | $3,723-38.9% | $4,839-53.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $813 | $7,974-89.8% | $6,755-88.0% | $12,315-93.4% |